As a Financial Consultant Rob Otwell specializes in guiding clients through asset selection and portfolio management.
Rob‘s extensive knowledge of financial planning issues, taxes, investments and risk management allows him to strategize with his clients- optimizing results.
As a registered representative of Commonwealth Financial Network, he holds the FINRA Series 7 and Series 66 registrations and is also licensed for life and health insurance in the state of Illinois. After meeting with his clients and understanding their needs and goals, Rob works to formulate a plan of action, preserving what is important- and growing what matters most.
Building long-term relationships is my priority. I start the journey by taking the time to listen to and to understand each of my clients personally. Together, we carefully chart a course to pursue financial success. I believe in using prudent investment strategies. For more than 10 years, our clients have looked to me for financial direction. I am dedicated to guiding and sustaining that mission.
As an independent financial professional, I have the freedom to provide diverse guidance and insight to my clients. I recognize that each person’s situation is different, so I develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, my approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows me to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.
~ Rob Otwell
Financial Consultant
Practice Management
